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Sales Manager

Laval, QC, Canada
March 21, 2019

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Curriculum Vitae

***-**** **. *****, *****, QC, H7W 0C4 514-***-****


I have been working in the retail banking sector for the past 11 years servicing clients and providing tailored financial advice and solutions based on each client's needs to build strong relationships with clients to cement their loyalty and continued business. The past 4 years I have been with RBC and during my tenure within the organization I have developed a multitude of skills that I think will be a very strong assets to your team. The key to my success throughout my career has been a client first philosophy, collaborating with colleagues to ensure we are working towards the same goals, leveraging my skills to help others through training and mentorship, and maintaining a hardworking and self-motivated mentality to assure my continued success.


Mortgage Specialist

May 2018 – Present

BMO Laval Region

Proactively seek opportunities to engage in customer focused home financing conversations.

Collecting, reviewing and assessing applicant information

Compiling client related data and completing assessments for adjudication review.

Develop a loyal client base by providing exceptional mortgage advice as well as a multitude of the financial solutions

Identify leading-edge tactics to generate leads and build a pipeline of mortgage business

Creating and maintaining relationships with realtors, contractors and developers in order to collaborate on available projects.

Identify clients supplemental financial needs in order to pivot to according internal partners

Hold informative seminars and presentations for homebuyers.

Account Manager

May 2016 – May 2018

RBC South West Sales Unit Region (Cote des Neiges & Cote Ste-Catherine Branch)

Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities.

Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business.

Taking ownership of banking related issues to provide resolution while educating client for future.

Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.

Invest by Phone Coach

January 2015- August 2016

RBC Advice Center

Responding to clients by identifying needs, recommending personalized investment solutions to enable clients fulfill their long, medium and short term financial goals.

Offering value added advice, identifying opportunities and taking accountability for the resolution of customer concerns

Providing the best advice to the clients to make sure that we maintain the balance between the four financial pillars at all times to personally ensure clients receive optimal service at a level that meets their needs or by referring them to the appropriate sales individual

Every Day Banking Advisor

October 2013 – December 2014

RBC Advice Center

Call on sale leads based on marketing campaign (Sales targets focus on service packages, telephone/internet banking, credit & investment Referrals, and Offers & Opportunities).

Proactively contact clients related to retention, advice and sales opportunities engaging clients in a genuine conversation to identify & understand client need.

Help Desk Agent

September 2012 – July 2013

NCO Financial Group – Montreal, QC

Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment

Gathered and verified all required customer information for tracking purposes.

Defused volatile customer situations calmly and courteously.

Handling supervisor calls.

Provide agents with the best advice concerning critical situations.

Providing training for the new employees.

Provide feedback to management concerning possible problems or area of improvement.

Relationship Manager

August 2008 – August 2012

Credit Agricole Bank – Paris/Cairo

Assessed clients' financial situations to develop strategic financial planning solutions.

Increased company revenue by selling various investment products.

Responsible for increasing branch cliental base by conducting in/out door calls to potential clients.

Collaborated with the compliance department to eliminate procedural errors.

Trained new hires during department orientations.

Supportively directed a team of two Relationship representatives.

Maintained friendly and professional customer interactions.


Bachelor of Arts: Translation, 2008

Université de la Sorbonne Paris III -

Detailed study in three languages (French – English- Arabic) in Economics, Law, Political Science, History, Terminology, Specialized Translation.


Fluent in French - English - Arabic

Proficient in Microsoft Office (PowerPoint, Word, Excel, Front Page & Access)


Mutual Funds course at the Canadian Securities Institute to entrench professional skills with academic background that fulfill the Canadian market requirements

*** Referrals upon request

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